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Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time
Holistic Planning+
by Uptick Partners, LLC
What is it about?
Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.
App Screenshots
App Store Description
Holistic Planning provides a clear and simple way for you to view your investments from anywhere at any time.
See the most recent trades and transactions in your accounts, current portfolio holdings, performance, and more.
KEY FEATURES:
- View portfolios in real time
- Simplified reporting and access
- Sync held-away accounts
- Accessible from anywhere
- Receive notifications from your advisor
Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
